SkyOak Financial Planning

Think of us as consultants, providing advice based on a specific area of expertise. Our certified financial planner (CFP ®) and financial advisor begin with an initial discovery meeting where you do most of the talking. After all, it’s about you. You provide financial data and we get to work.

Athlete / Celebrity

Undeniably you know what it takes to rise to the top of your profession. You also know what it takes to stay there. We allow you to focus on staying on top while we focus on protecting and growing your assets so they will be there when you decide to slow down, step aside and retire.

Family Office Services

Additionally SkyOak Financial is a Multi-Family Office. We have found that providing individualized points of contact but combining other services we can mitigate costs while providing superior service. We also act as the Chief Financial Officer for your family. Providing summarized comprehensible asset reports is standard for SkyOak but rare throughout the industry.

Portfolio Management

Markedly we manage your assets through our dynamic risk management portfolio program known as RAAMPS or Risk Averse Actively Managed Portfolio Strategy. This allows us to mitigate risk while managing a portion of your investments in equities in a cost effective manner.

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